See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $32,397 |
TRINITY PENSION GROUP, LLC3 years Filed as: TRINITY PENSION GROUP LLC Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $25,585 |
CHARLES W. SNADER, P.C.6+ years Filed as: CHARLES W SNADER PC Service code 10 · EIN 54-1873714 131 HANBURY RD STE C · CHESAPEAKE, VA 23322 | Accounting | $10,900 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,682 | $52,6700% | $90,404-41.7% | $73,409-28.2% |
| Participation rate | 96.1% | 67.7%+28.5pp | 72.7%+23.5pp | 72.2%+24.0pp |
| Annual return | 18.26% | 20.70%-2.4pp | 1293.02%-1274.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $3,536 | $1,872+88.9% | $3,262+8.4% | $2,234+58.3% |
| Participant deferral / active EE | $4,224 | $2,807+50.5% | $3,963+6.6% | $3,805+11.0% |
| Admin fee / account holder | $235 | $117+101.5% | $5,611-95.8% | $158+49.0% |